Latest Institutional Transactions on Ishares Tr Ibonds Dec 2023 Ter (IBTD)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2023 Ter (IBTD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-52.4K- 53.76% |
$1.29M - $1.3M
|
45.1K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.54K- 3.79% |
$112K - $113K
|
115K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.9K- 20.69% |
$615K - $618K
|
95.4K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-89.6K- 52.29% |
$2.21M - $2.23M
|
81.8K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-126- 1.14% |
$3.11K - $3.13K
|
10.9K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
53New |
$1.31K - $1.32K
|
53
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.89KNew |
$96.2K - $96.7K
|
3.89K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-380- 18.44% |
$9.39K - $9.44K
|
1.68K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.05K+ 3.43% |
$100K - $101K
|
122K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
59.4K+ 980.45% |
$1.47M - $1.48M
|
65.5K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.25K- 5.63% |
$80.2K - $80.6K
|
54.4K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.66K- 1.47% |
$40.9K - $41.1K
|
111K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-269K- 24.38% |
$6.64M - $6.68M
|
834K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.25K+ 4.99% |
$55.6K - $55.8K
|
47.3K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-24.2K- 11.33% |
$597K - $600K
|
189K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
32.4KNew |
$799K - $803K
|
32.4K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
452+ 11.14% |
$11.2K - $11.2K
|
4.51K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-77K- 17.99% |
$1.9M - $1.91M
|
351K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-688- 6.01% |
$17K - $17.1K
|
10.8K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.01K+ 1.0% |
$49.7K - $50K
|
202K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
8.9K+ 3.7% |
$220K - $221K
|
250K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-78.8K- 38.82% |
$1.95M - $1.96M
|
124K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-20.3K- 58.2% |
$502K - $504K
|
14.6K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.2K- 0.8% |
$29.6K - $29.8K
|
148K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
741New |
$18.3K - $18.4K
|
741
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.18K- 0.63% |
$29.1K - $29.3K
|
185K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.54K+ 13.3% |
$87.4K - $87.8K
|
30.1K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-6.56K- 7.6% |
$162K - $163K
|
79.7K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.98K+ 16.0% |
$98.3K - $98.8K
|
28.8K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.09K+ 5.14% |
$51.6K - $51.8K
|
42.7K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-21.7K- 7.53% |
$536K - $539K
|
267K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
58+ 0.54% |
$1.43K - $1.44K
|
10.8K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
394New |
$9.73K - $9.78K
|
394
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
839K+ 402.46% |
$20.7M - $20.8M
|
1.05M
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.22K+ 5.56% |
$178K - $179K
|
137K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
22.2K+ 4.8% |
$549K - $552K
|
486K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-75.8K- 67.4% |
$1.87M - $1.88M
|
36.7K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 1.32% |
$98.8 - $99.3
|
306
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
10.6K+ 18.57% |
$261K - $262K
|
67.4K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-280K- 98.85% |
$6.92M - $6.96M
|
3.27K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.9K- 4.49% |
$318K - $320K
|
274K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.02K+ 2.79% |
$223K - $224K
|
332K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.93K+ 1.69% |
$171K - $172K
|
417K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$264K - $265K
|
10.7K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.18KNew |
$227K - $228K
|
9.18K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-9.5M- 77.64% |
$235M - $236M
|
2.74M
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.74MNew |
$67.6M - $67.9M
|
2.74M
$0
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-677- 4.51% |
$16.7K - $16.8K
|
14.3K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-687- 3.52% |
$17K - $17.1K
|
18.8K
$0
|